CAPFINANCIAL PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 126291). Regulatory assets under management: $116.2B.
| Name | Role | Location |
|---|---|---|
| PERKINS DAVID BRIEN | MANAGING PARTNER; OWNER; SHAREHOLDER | — |
| MILLER JAMES FIELDING | MANAGER, CEO; MANAGING PARTNER/CEO; OWNER | — |
| BUCHANAN DENISE MCGEE | CCO/MUNI PRINCIPAL/SENIOR DIRECTOR/FINOP; CHIEF COMPLIANCE OFFICER/FINOP; CHIEF COMPLIANCE OFFICER/FINOP/MUNI PRINCIPAL (+1 more) | — |
| BERNHARDT RICHMOND GILBERT III | SVP | — |
| STROTHER MICHAEL DAVID | CFO/CHIEF COMPLIANCE OFFICER; CFO/CHIEF COMPLIANCE OFFICER/FINOP; FINOP | — |
| DALRYMPLE EDWIN ARCHIBALD JR | GENERAL SECURITIES PRINCIPAL; GENERAL SECURITIES PRINCIPAL, MUNICIPAL PRINCIPAL; MANAGING PRINCIPAL (+1 more) | — |
| APPLEBY JOHN EDMUND RUSSELL | MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS; MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS/CROP/SROP; VP (+1 more) | — |
| MCCULLOUGH BONNIE ANNETTE | CFO/DIRECTOR OF FINANCE; DIRECTOR OF FINANCE | — |
| DIXON CONSTANCE LYNN | FINOP; FINOP/DIRECTOR OF FINANCE; MANAGING DIRECTOR, FINOP | — |
| SALLEE PATRICK STEVEN | CROP/SROP; CROP/SROP/FINOP; FINOP/CROP/SROP | — |
| GOLDSTEIN BENJAMIN STUART | MANAGING DIRECTOR, BUSINESS OPERATIONS GROUP | — |
| HOYLE WILSON SMITH III | MANAGING DIRECTOR, ADVISOR SUPPORT GROUP | — |
| FREEDMAN ERIC JAMES | MANAGING DIRECTOR, CONSULTING RESEARCH GROUP | — |
| SHOFF DERICK DON | MANAGING DIRECTOR, ADVISOR SUPPORT GROUP | — |